Part-Time Personal Banking Advisor

TD Bank Group; Grand Bend; On-site; CAD 31,000 - 41,000; Full time

Job summary

TD Bank Group in Grand Bend, Ontario, is seeking a Personal Banking Associate to guide customers to appropriate staff for their financial needs, open new accounts, and provide investment advice and banking solutions. You will engage customers with day-to-day transactions, educate on digital banking, and support frontline staff with cash and non-cash activities.

The role requires a High School diploma or higher, and 1+ years of relevant experience.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – within 90 days of start date.
• Post-Secondary or Undergraduate degree (in related field) preferred.
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
• A dynamic, diligent, and effective influencer with can‑do attitude to exercise initiative and handle several tasks and changing priorities.
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
• Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
• Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking.
• Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
• Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence.
• Participate in the timely and accurate completion of business processes and procedures.
• Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.
• Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives

Skills

Customer service

Communication

Time management

Teamwork

Self-motivation

Education

High School diploma

Post-Secondary education preferred

IFC within 90 days

Tools

MS Office

Job description

TD Bank Group in Grand Bend, Ontario, is seeking a Personal Banking Associate to guide customers to appropriate staff for their financial needs, open new accounts, and provide investment advice and banking solutions. You will engage customers with day-to-day transactions, educate on digital banking, and support frontline staff with cash and non-cash activities.

The role requires a High School diploma or higher, and 1+ years of relevant experience.